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Form 8889 AR: What You Should Know
Filing status. Date deposited or received. Total contributions to HSA and date of withdrawal. Amount paid. Amount paid when converted from HSA into another type of retirement plan or account. Number of beneficiaries. Address(BS) where the distribution is to be delivered. 1041, IRS Form (Includes) — IRS Jan 20, 2024 — To report distributions from your HSA on Form 1040 or Form 1040-SR: 1) Report all payments in addition to the tax-free amount with Form 8889. 2) In lieu of filing Form 8889, you can report the tax-free amount with: Report HSA Contributions and Dividends. 3) Include Form 8889 on Schedule D (Form 1040 or Form 1040A)—Report Taxable Deductions and the Tax Withholding on HSA Distributions Under Certain Retirement Plan Rules. 4) Do not include Form 8889 on Form 1040, Form 1040A, or Form 1040NR. To file and pay your 2024 HSA tax: 5) Include Form 8889 on your 2012 Tax Return. Form 1040-NR, 1040-A, and 1040-SB: Taxpayer Identification Number — IRS Oct 1, 2024 — If you elect to treat your HSA contribution as pre-tax income, do not include an HSA contribution to Schedule A (Form 1040). Report only the HSA distribution with Form 1040, Reportable Withholding From Self-Employed Plan Or Arrangement, 1040NR. If you are a covered HSA IRA plan participant, the covered portion of such plan must not be deducted on Schedule A (Form 1040). If your HSA contribution is made on a form other than a Schedule A (Form 1040), you may find the following information helpful: If you have more than one account, report all distributions together on forms 1040 and 1040A. If you have no health insurance for part or all of the year, report it separately under 'OTHER ADMINISTRATIVE EXPENSES.' Include both amounts on Form 1040 — Other Income. What Is The IRS Form 1040NR, 1040A, and 1040-B? -- IRS Publication 919. Name(s) shown on the form. Social security number. 1040A. Estimated taxable income.
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